Purchases and Sales Made in Q3 2023 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.4K+ 44.69% |
$385K - $442K
|
17.5K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.25K+ 6.53% |
$374K - $430K
|
85.6K
$7.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.23K+ 2.32% |
$372K - $428K
|
231K
$20.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.1K+ 32.98% |
$363K - $417K
|
20.6K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.94K+ 2.47% |
$352K - $404K
|
205K
$18.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.47K+ 2.91% |
$318K - $366K
|
158K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.47K+ 1.52% |
$318K - $365K
|
297K
$26.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.45K+ 2.96% |
$316K - $364K
|
154K
$13.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.44K+ 5.72% |
$316K - $363K
|
82K
$7.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.31K+ 114.64% |
$307K - $352K
|
8.06K
$727K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.28K+ 34.68% |
$305K - $350K
|
16.6K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.07KNew |
$289K - $333K
|
4.07K
$367K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.04K+ 3.12% |
$288K - $331K
|
134K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.68KNew |
$262K - $301K
|
3.68K
$331K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.63KNew |
$258K - $297K
|
3.63K
$327K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.63K+ 2.49% |
$258K - $297K
|
149K
$13.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.46K+ 2.99% |
$246K - $283K
|
119K
$10.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.33K+ 0.99% |
$237K - $272K
|
341K
$30.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.3K+ 17.25% |
$235K - $270K
|
22.4K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.23K+ 2.83% |
$230K - $264K
|
117K
$10.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 1.44% |
$229K - $263K
|
226K
$20.4M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.09K+ 2.44% |
$220K - $253K
|
130K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.96KNew |
$211K - $242K
|
2.96K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$199K - $229K
|
2.8K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.61K+ 14.96% |
$186K - $214K
|
20.1K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.53K+ 3.88% |
$180K - $207K
|
67.6K
$6.1M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.53K+ 26.2% |
$180K - $207K
|
12.2K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.47K+ 2.59% |
$176K - $202K
|
97.8K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.46K+ 0.31% |
$175K - $201K
|
798K
$71.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.43K+ 3.2% |
$173K - $199K
|
78.2K
$7.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.33K+ 1.55% |
$166K - $191K
|
153K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.29K+ 3.22% |
$163K - $187K
|
73.3K
$6.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.28K+ 80.1% |
$162K - $186K
|
5.12K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.25K+ 2.32% |
$160K - $184K
|
99K
$8.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.24K+ 13.67% |
$159K - $183K
|
18.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.19K+ 109.76% |
$156K - $179K
|
4.19K
$378K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.16K+ 2.07% |
$153K - $176K
|
107K
$9.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.15K+ 21.79% |
$153K - $176K
|
12K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.13K+ 7.12% |
$151K - $174K
|
32K
$2.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.12K+ 4.25% |
$151K - $174K
|
52K
$4.68M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.06K+ 1.26% |
$147K - $168K
|
165K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.96K+ 60.93% |
$140K - $160K
|
5.18K
$467K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.96KNew |
$139K - $160K
|
1.96K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.89K+ 1.96% |
$135K - $155K
|
98.1K
$8.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.88K+ 3.3% |
$134K - $154K
|
58.8K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.84K+ 5.57% |
$131K - $150K
|
34.8K
$3.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.77K+ 77.01% |
$126K - $145K
|
4.07K
$367K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.76K+ 1.15% |
$125K - $144K
|
155K
$14M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.64KNew |
$117K - $134K
|
1.64K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 4.49% |
$116K - $133K
|
37.8K
$3.41M
|